L. Paige Marvel

33% pship. interest, Margaret's Landing Partnership — None

USAA Subscribers Savings Account — Distribution

USAA Fed. Savings Bank Accts. #1 — Interest

USAA Fed. Savings Bank Accts, #2 — Interest

MX&T Bank accts. #1 — Interest

MET Bank accts. #2 — Interest

T. Rowe Price Acct. (H):

Growth Stock Fund — None — Closed

Marvland Bond Fund — Int/Div — Closed

RBC Brokerage Acct. (H):

Shares. Adient PLC — None — from line 18)

Shares. AT&T Inc — Int/Div

Common, Bristol Myers Squibb Co — Int/Div

Common, Centerpoint Energy Inc — Int/Div

Common, Exxon Mobil Corp — Int/Div

Common, Fresenius Med Care Aktiengesellschaft ADR — Int/Div

Common. General Electric Co. — Int/Div

Shares. Johnson Controls Intl, PLC — Int/Div — Buy

Shares, Mallinckrodt PLC — None

Common, Medtronic PLC — Int/Div — Sold (part)

Shares, Pentair PLC — Int/Div

Common, Pfizer Inc — Int/Div

Shares, PNC Financial Services Group, Inc. — Int/Div

Shares, TE Connectivity Ltd. — Int/Div

Shares, Tyco Intl PLC — None — Sold

Shares. UDR Inc — Int/Div

Shares, Verizon Communications — Int/Div

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Int/Div — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Buy (add'l)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Buy (add'l)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Fidelity Taxable Account (H)

T Rowe Price Growth Stock Fund — Open

T Rowe Price Growth Stock Fund — Sold (part)

T Rowe Price State Tax Free Inc. MD — Open

Fidelity Government Money Market Fund — Open

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Sold (part)

Fidelity Brokerage Rollover IRA (H):

Fidelity S00 Index Premium Class {formerly Spartan) — Distribution — Sold (part)

Fidelity S00 Index Premium Class {formerly Spartan) — Sold (part)

Fidelity Strategic Real Return — Distribution

Fidelity Contrafund — Distribution — Sold (part)

Fidelity Contrafund — Sold (part)

Fidelity Equity Income — istrnibution — Sold (part)

Fudelity New Millenium — Distribution

Fudelity Low Priced Stock — Distribution — Sold (part)

Fidelity Select Biotechnology — Distribution

Fairholme Fund — Distribution

Oakmark Select — Distribution

Permanent Portfolio — Distribution

T Rowe Price Health Sciences — Distribution — Open

T Rowe Price Cap Appreciation — Distribution — Open

T Rowe Price Equity Income — Distribution — Open

T Rowe Price Equity Index S00 Fund — Distribution — Open

T Rowe Price Intl Discovery Fund — Distribution — Open

T Rowe Price New Asia — Distribution — Open

T Rowe Price Emerging Markets Stock — Distribution — Open

T Rowe Price New Horizons FD Inc — Iistnbution — Open

T Rowe Price Science & Technology — Distribution — Open

T Rowe Price Small Cap Value Fund — istmbution — Open

T Rowe Price Mid Cap Value — Distribution — Open

Wasatch Ultra Growth — Distribution

Wasatch International Growth — Distribution

Fidelity New Markets Income — Distribution

Fidelity GNMA Fund — Distribution

Fidelity Total Bond — Iistnbution

Fidelity Government Income — Distribution

Loomis Sayles Bond Retail — istnbution

Pimco Real Return Class D — Distribution

T Rowe Price High Yield Bond — istmbution — Open

T Rowe Price GNMA — Distribution — Open

T Rowe Price Emerging Markets Fund — Distribution — Open

T Rowe Price US Treas Intermediate — Distribution — Open

Vanguard Inflation Protected Secs Inv — Int/Div

First Trust Chindia ETF — Int/Div

IShares MSC Singapore Capped ETF — Int/Div

Wisdomtree TR Emerging MKTS High — Int/Div

JPMorgan Chase & Co Alerian MLP Index — Interest

Common. Novocure LTD — None

Common, Seaspan Corp. — Int/Div

Shares, Berkshire Hathaway Inc. CL B — None

Shares, Dell Technologies Inc, Com CL V — None — Open

Shares, Eco Science Solutions Inc Com — None — Buy

Shares, Eco Science Solutions Inc Com — Sold

Shares, EMC Corp Mass — Int/Div — with lime 94)

Shares, Goldman Sachs Group Inc — Int/Div

Common, Intrexon Corp — None

Common, Ziopharm Oncology — None — Sold

Shares, Federal Realty Invst Tr. Sh. Ben Int. — Int/Div

Shares, Kimco Realty Corp — Int/Div

Fidelity Cash Reserves — Int/Div — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

T.RowePrice Rollover IRA (H):

T. Rowe Price Capital Appreciation — None — Closed

Rowe Price Emerging Markets Stock — Int/Div — Closed

Rowe Price Equity Income — Int/Div — Sold (part)

Rowe Price Equity Income — Closed

Rowe Price Equity Index 500 — Int/Div — Closed

Rowe Price Health Sciences — None — Closed

Rowe Price International Discovery — Distribution — Sold (part)

Rowe Price International Discovery — Closed

Rowe Price Mid-Cap Value — None — Closed

Rowe Price New Asia — None — Closed

Rowe Price New Horizons — None — Closed

Rowe Price Science & Technology — None — Closed

Rowe Price Small-Cap Value — None — Closed

Rowe Price Emerging Markets Bond — Int/Div — Closed

Rowe GNMA — Int/Div — Closed

Rowe High Yield — Int/Div — Closed

Rowe US Treasury Intermediate — Int/Div — Closed

T Rowe Price Government Money — Int/Div — Open

T Rowe Price Government Money — Redeemed

Rowe Prime Reserve — Int/Div — Buy (add'l)

Rowe Prime Reserve — Buy (add'l)

Rowe Prime Reserve — Sold (part)

Rowe Prime Reserve — Closed

Fidelity Traditional IRA Acct. (H):

Shares, CNOOC Limited ADS EACH REP 100 ORD HKDO 02 — Int/Div

Common. Berkshire Hathaway — None — Sold (part)

Shares, Seaspan Corporation — Int/Div

Common, Intrexon Corp — None

Common, Ziopharm Oncology Inc — None — Sold

Dreyfus Opportunisti Midcap Value CL A Fund — Distribution

Teton Westwood Mighty Mites FD — istmbution

Fidelity Cash Reserves — Int/Div — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

RBC IRA Acct. (H):

Ishares Tr Nasdaq Biotech Index Fund — Int/Div

Powershares (QQ Trust Unit Ser. — Int/Div

RBC Roth IRA (H):

ETF Managers Trust Purefunds ISE Cyber Sec. (Factorshares rename — Sold

Vanguard Rollover IRA (H):

Shares. Convertible Securities — Int/Div

Shares, Dividend Growth Fund — Distribution

Shares. Wellesley Income Fund — Distribution

RBC Jomt Brokerage Acct. (H)

Common, Apple, Inc — Int/Div

Common, Walt Disney Co. — Int/Div

Common. Tesla Motors Inc — None

US Govt. Money Market Fund RBC Reserve Class — Int/Div

USAA Investment Acct. (H):

USAA Value Fund — Distribution

RBC IRA/A Acct. (H):

Shares, Advent Claymore Conv Sec & Income Fund — Int/Div

Shares, Alps ETF Tr Alerian MLP — Int/Div

Common, Amgen Inc — Int/Div

Shares. BCE Inc. New — Int/Div

Shares, Blackrock Global Energy and Resources Trust — Int/Div

ETF Managers Trust Purefunds ISE Cyber Sec (Factorshares renamed) — Int/Div

Note, Citigroup Inc. 6.875% SER K DEP SHS REPSTG 1/1000TH INT — Int/Div

Shares, Doubleline Opportunistic Credit Fund — Int/Div

Shares, First Trust Preferred Securities & Income ETF — Int/Div

Shares, Eaton Vance Tax Advantaged Dividend Income Fund — Int/Div

Common. General Electric Co. — Int/Div

Shares, Shares International Select Dividend ETF — Int/Div

Shares, Kinder Morgan Inc — Int/Div — Sold

Note. Lowes Cos. Inc.. Due 9/15/17. 6.1% — Interest

Shares, MFS Value Fund A — Distribution

Common, Microsoft Corp — Int/Div

Shares, Novartis A G ADR — Int/Div

Common, Pepsico Incorporated — Int/Div

Common, Sysco Corporation — Int/Div

Common, Under Armour Inc. CL A — None

Common, Under Armour Inc. CL C — istnbution — from line 186)

Shares, Vanguard Intl. Eq. Index FDS Emerg. Markets Fund — Int/Div

Shares, Vanguard Sector Index FDS Vanguard Industrials ETF — Int/Div

Shares, Vanguard Sect. Index FDS Information Technology ETF — Int/Div

Common. Venzon Communications — Int/Div

Shares Victory Portfolios Munder Growth Opportunities FD C — None

Common. Welltower Inc. (formerly Health Care REIT Inc) — Int/Div

Shares, US Govt. Money Market Fund (RBC) — Int/Div — Sold (part)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

RBC IRA/B Acct (H):

Common. AT&T Inc — Int/Div

Common, Bristol Meyers Squibb Co — Int/Div

Shares, Cohen & Steers Infrastructure Fund Inc. — Int/Div

Common, Eli Lilly & Co. — Int/Div

Shares, Gabelli Dividend & Inc Trust — Int/Div

Shares, Gabelli Global Small & Mid Cap Value Tr Com — Int/Div

Common. General Mills. lnc — Int/Div

Common, Gladstone Commercial Corporation — Int/Div

Common. Johnson & Johnson — Int/Div

Common, Kmder Morgan Inc — Int/Div — Sold

Shares, Pembina Pipeline Corp — Distribution

Shares, Pimco Dynamic Income Fund — Int/Div

Common, Under Armour Inc. CL A — None

Common. Under Armour Inc, CL C — None — from line 211)

Shares, Vanguard World Funds- Vanguard Health Care ETF — Int/Div

Shares, Vanguard REIT ETF — Int/Div

Shares Victory Portfolios Munder Growth Opportunities A — None

Shares, US Govt. Money Market Fund RBC Reserve Class — Int/Div — Buy (add'l)

Shares, US Govt. Money Market Fund RBC Reserve Class — Buy (add'l)

Rollover IRA - USAA FSB (MH):

Shares. USAA Value Fund — istrnibution

Vanguard Investment Acct. (H):

Shares. Inflation-Protect Sec Inv — Int/Div — Redeemed

Shares. Balanced Index Fund — Int/Div

Shares, Prime Money Mkt. Fund — Int/Div — Sold (part)

Shares, Small-Cap Value Fund — Int/Div

Shares, U.S. Growth Fund — None — Redeemed

Shares, 1Shares Technology ETF — Int/Div

mmm No. RBC Acct. (H):

Shares, Berkshire Hathaway CL B Inc — None

mmm No. 2 RBC Acct. {H):

Shares, Berkshire Hathaway CL B Inc — None

529 Acct. - Vanguard (gam 1): Income Fund — Int/Div

REH Irrevocable Trust (H):

Fidelity Inherited IRA (H):

Shares, Fidelity Focused Stock Fund — Int/Div — Sold

Shares, Fidelity Low Priced Stock Fund — Int/Div — Sold (part)

Fidelity Cash Reserves — Int/Div

Promissory Note from Vicki A. Marvel, 6% — None

M&T Money Market Acct — Interest

LHH Revocable Trust (H):

Fidelity Roth IRA (H)

Shares, Fidelity Contrafund — Distribution

Share. Fidelity Focused Stock Fund — Int/Div

Shares, Fidelity Select Biotechnology — Int/Div

M&T Money Market Acct. — Interest

TIC Fidelity Trust Acct (H).

Shares, Fidelity Municipal Inc — Int/Div

Shares. Fidelity Government Income — Int/Div

Shares, Fidelity Intermediate Muni Income — Int/Div

Fidelity Cash Reserves — Int/Div

Bank of Oklahoma (BOO) Checking Acct — Interest

Parmer, Parmership #1

Custodian, 529 Acct, 44

Liability — Washington University in St. Louis — Tuition Payment Plan Loan

Liability — US. Dept. of Education — Student Loans

Liability — Washington University in St. Louis — Student Loans

Liability — Emory University — Student Loans

Reimbursement — New York University (NYU) — 06/22/2016 6242016 — New York City, NY — Speak at NYU Tax Controversy Forum — Travel, Lodging, Food

Reimbursement — Cabiforma Bar Tax Section — 10/26/2016 10/28/2016 — San Diego, CA — Speak at and attend Annual Tax Conference — Travel, Lodging, Food

Reimbursement — 100022016 — Tax Section Fall Meeting — (Travel, Lodging & remaining Food reimbursed by the Court)

Spouse's income — 2016 — Maryland State Retirement Agency distribution (457 Plan)

Spouse's income — 2016 — National Financial Services (Fidelity Investments) distribution

Spouse's income — 2016 — Fidelity IRA distnbution

Spouse's income — 2016 — RBC IRA distribution

2016 Report, lines 7-9 and 43-49 : 5 closed 10 T. Rowe Price taxable account (lines 7-9) and transferred the mutual fund holdings to a newly opened

Fidelity taxable account, which is listed at lines 43-49. The shares in the mutual funds were not sold but transferred from T. Rowe Price to Fidelity. Ihave tried to

describe these events accurately but, because there is no “transfer” action listed on the drop down menu, | showed the mutual funds in the T. Rowe Price account

#s "Closed™ and the same accounts at Fidelity as "Open".

2016 Report, lines 50-115 and 116-136: During 2016, B also rolled over i T. Rowe Price retirement accounts to Fidelity. The T. Rowe Price

retirement accounts and related holdings before the rollover are shown on the 2016 Report at lines 116-136 and are now characterized as "Closed". The same

holdings are now shown as part of [0 Fidelity Brokerage Rollover IRA account, reported at lines 50-115, The T. Rowe Price mutual funds are shown

as "Open" as of the date they were rolled over and received by Fidelity.

2016 Report, lines 134-135: This mutual fund investment appeared out of the blue. 1 have tried to find the relevant purchase information but thus far, | have not

found it. I reported this mvestment as of the date it first appeared on the monthly statement. When [00 rolled over the investments in this account to

Fidelity, this particular investment was liquidated and the cash generated from the sale was transferred to Fidelity on 10/27/16.

2016 Report, lines 154, 172: The investments listed as "Factorshares Trust Purefunds ISE Cyber Security ETF" on my 2015 Amended Report were renamed and

are now reported as "ETF Managers Trust Purefunds ISE Cyber Security”.

2016 Report, part VII: For certain investments paying both capital gains distributions and dividends, the income has been aggregated and shown as distributions to

simplify reporting. All dividends and capital gain distributions are reinvested.